Shima Salehi
Partner Advisor @Summit Trail Advisors
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WORK HISTORY
Partner Advisor @Summit Trail Advisors
Lake Oswego, OR, US
EDUCATION
Colorado Technical University
Business Administration, Business Management/Finance
Griffith University
Bachelor's degree, International Business
SKILLS
ABOUT SHIMA SALEHI
Shima joins Summit Trail Advisors in 2024, establishing the Oregon office as a Partner, bringing 18 years of experience in advising families, entrepreneurs, and business owners on all aspects of their finances. She has built her practice on developing genuine connections, identifying planning gaps, and solving her clients\' complex financial needs through implementing various wealth management solutions including investment management, wealth transfer and planning, as well as credit strategies.
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